General Order Wizard

2.Within
the Navigation pane, click Orders and then All Active General
Orders

3.There
are two ways to access the wizard:

·Within the toolbar directly above the Navigation
pane, click on the New General Order Wizard link.

·Within the Actions pane, click the New
General Order Wizard link.

4. With either option the New
Order Wizard opens. The first window
allows you to enter in basic request information, complete the following
information (required fields are marked with an asterisk (*)):

·General Order Number – type an alphanumeric
order number.

·Site - click the drop-down arrow to access a
list and from the list, select the site. The site drop-down list displays two
columns the Site column show the bottom-most site. The Path column displays the
complete path to the site. Each site level is separated by a >.

·Description – type in the description of the
work order, please keep in mind that this description is attached to each sub
work order, once in the general order this field also populates into the
General Description pane and vice versa.
If there are more than one line of information, hoover over the field to
view the complete description.

·Created By – click the drop-down arrow to
access a list of cairs.net users, from the list select your user name.

·Building Name - click the drop-down arrow to
access a list and from the list, select the building name. This is the physical
location of where to install, move, or modify the component.

·Switch Name – click the drop-down arrow to
access a list and from the list, select the switch name associated with the new
component(s).

·Organization Name – click the drop-down
arrow to access a list and from the list, select the name of the organization.
The organization drop-down list displays the bottom-most organization first.
After the ~~ the complete path to the selected organization displays. Each
level of the organizational tree is separated by a >. Once you select an
organization, the complete path populates within the field.

·Subscriber Name – click the drop-down arrow
to access a list and from the list, select the name of the subscriber
associated with the new component(s).

·TCO – click on the drop-down to access a
list and from the list, select the TCO related to the orders. There are two columns of information within
the list, the TCO Name and the Job Description.

·Account Number – click the drop-down arrow
to access a list and from the list select the account number for the new
component(s). The list of accounts displays not only the account number but
also the account type, one-time, recurring or call charges and organization.

·Alternate Project Name – type the alternate
name for the project, if applicable.

·Contact Name – type the name of the contact
for this work order.

·Contact Phone – type the telephone number
for the contact for this work order.

·Notes - use this field for any additional
information you would like to attach to the work orders. Once in the general order this field will
also populate in the General Notes pane and vice versa. If there are more than one line of
information, hoover over the field to view the complete description.

When
the sub work orders are created the Description and Notes field combine and
display in the Description pane.

·Project Open Date – this field
auto-populates with today’s date. To change the date click the field to access
a drop-down arrow, once clicked a calendar appears, from the calendar select
the date to initiate the work orders. To change the month and year click the
right or left arrow, and once at the appropriate month and year, click the
number to select the date. The date populates in the box.

·Project Close Date – this field allows you
to enter a date to close the general order.

·Package Name – type the package name

·Package Action – type the package action

·Package Type – type the package type

5. Once you have completed the
fields, click the Next button in the lower right hand corner of the wizard.

6. The next step in the
process is to pick the package action and type.
Within the Package Type field, click on the dropdown arrow to access a
list of package, select one of the following:

·Set Device

·Circuit

·Authorization Code

·Cell Phone

·General Task

7. Once you selected your
package type, there are three actions you can perform for each of the package
types:

·New Service

·Change Existing Service

·Disconnect Service

8. When you choose New Service
the only option you have is to click on the Next button and continue with the
Wizard.

9. However, if you choose
change or disconnect, you will have to select an existing devise before you can
continue. The lower pane will
automatically populate with the devices that are associated to the package type
when you select either the change or disconnect actions. The list that populates is site specific, so
only the devices assigned to your chosen site appear within the list.

10. You can either scroll
through the list or perform a search for the device by typing a portion of the
record or the entire record into the textbox and click on the magnifying
glass. Once the list populates,
highlight the device and click the next button.

11. Next, you determine which
package is needed for this work order.
Again, these packages are created by your cairs.net administrator in
System Admin -> Subscriber Portal Settings -> Configuration
Packages. By clicking on the plus sign
(+) next to the package name, you can view the equipment or services associated
to the package.

12. Within the list, find the
correct package, in the Quantity to Create column type the number of the
sub-orders you want to create. You can
add multiple type of packages to one general order, just put a number in the quantity
to create field.

13. Click the Next button to
continue.

14. The next screen allows you
to add any additional request notes to the work order. Once you have completed
your note, click on the Next button to continue.

15. The final screen completes
the wizard. Within the lower right hand
corner, click on the Finish button.